+14.0%
JPM vs PLTU
-44.3%
+58.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.2% | +5.2% | +1.1% |
| 7D | +3.5% | +9.0% | -5.5% | +3.3% |
| 30D | +3.3% | -33.0% | +36.2% | +3.9% |
| 3M | -4.2% | -19.0% | +14.8% | -4.1% |
| 6M | +16.4% | +30.4% | -14.0% | +14.3% |
| YTD | +9.5% | -40.2% | +49.7% | +9.0% |
| 1Y | +14.0% | -37.8% | +51.8% | +12.1% |
| All | +14.0% | -44.3% | +58.3% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling